Batch for Submission

Form ID: (PR304000)

By using this form, you can do the following:

  • Prepare the slips in XML format to submit them to the government authorities.
  • Generate PDFs of the tax forms included in the batch.
  • Publish or unpublish tax forms for selected employees. Marking a tax form as published indicates that it has been submitted to the government authorities.

This form is available only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Download XML Prepares the tax forms in XML format. Downloaded forms are ready to be submitted to the government authorities.
Print All Generates PDFs of the tax forms included in the batch.
Publish All

Marks all forms in the batch as published, which indicates that they have been submitted to the government authorities.

The employee has access to published tax forms through the My Payroll Documents (PR405000) form.
Unpublish All Unpublishes all forms in the batch.

Summary Area

In this area, you can select an existing batch to view its settings and publish the documents included in this batch.

Element Description
Batch ID The identifier of the batch for submission.
Form Name The name of the tax forms included in the batch.
Year The reporting year.
Company/Branch The company or branch that has been reported on, if the Multicompany Support, Multibranch Support, or both features are enabled on the Enable/Disable Features form.
Document Type The type of the document, which can be Original, Amendment, or Cancellation.
Downloaded On The date when the batch was last time downloaded in XML format.
Number of Employees The number of employees included in the batch.
Table 1. Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button Description
Publish Marks the selected form as published, which indicates that it has been submitted to the government authorities.
Unpublish Unpublishes the selected form if it was previously published.
Table 2. Table Columns
Column Description
Employee ID The identifier of the employee.
Employee Name The full name of the employee.
Branch The company branch to which the employee belongs.
Pay Group The pay group of the employee.
Published A check box that indicates (if selected) that the batch has been published.
Published From The identifier of the employee's last published batch for submission.

Form Preview Pane

This pane displays a preview of the generated tax form for the employee that is selected in the table.